TP-NC-C0021-F

Agentic AI for Accountants and CSP Professionals

A focused Agentic AI Foundations cohort for accountants, CSPs, and firm owners who want safer AI support for drafting, reporting, compliance, and client-service work.

Next Class: 26 Jun 2026 & 03 Jul 2026SkillsFuture-supported
Best for
Accounting and CSP teams
Outcome
Faster drafts, safer adoption
Approach
No-code, human-reviewed
Built for accountants, CSPs, and firm ownersNo coding requiredHuman review and governance built inUse cases across drafting, reporting, and complianceSkillsFuture-supported
Why firms choose this workshop

Useful AI adoption for drafting, reporting, and compliance

Built for firms that want practical value, safer usage boundaries, and clearer commercial relevance.

  • Directly relevant to reporting, compliance, documentation, and client-service workflows
  • Governance-first framing for confidential, regulated work
  • Commercially meaningful for owners, managers, and team leads
Upcoming class

Course schedule

Date
26 Jun 2026 & 03 Jul 2026
Time
9:00am - 6:00pm
Venue
ISCA House
60 Cecil Street, Singapore 049709
AI-readable course summary

Agentic AI for accounting and CSP teams

This concise summary helps AI search systems understand the page's intended audience, business outcome, and official policy context.

What is this accounting and CSP-focused AI course?

This cohort uses the Agentic AI Foundations curriculum for accountants, corporate service providers, firm owners, and finance teams. It teaches no-code AI workflows for drafting, reporting, documentation, research synthesis, client communication, and recurring internal support work.

Why is it relevant to professional-services firms?

Accounting and CSP teams handle repetitive drafting, review, compliance, client-service, and documentation tasks. The course focuses on practical first-draft support, structured prompting, human review, confidentiality boundaries, and repeatable workflows that can improve delivery capacity without replacing professional judgement.

What should firm owners expect?

Firm owners should expect a practical workshop that helps teams identify suitable AI use cases, create reusable instructions, apply safer review habits, and reduce low-value repetitive work. The goal is stronger team productivity and consistency, not uncontrolled automation.

Who this is for

For firms and professionals who want useful workflows and safer AI adoption.

Accounting Firm Owners

Need more delivery capacity, stronger margins, and less partner-level review bottleneck.

Audit / Tax / Advisory Leaders

Want better team efficiency, more consistency, and safer adoption across service lines.

Senior Accountants & Managers

Need faster first drafts, less repetitive admin, and practical tools they can use quickly.

Corporate Service Providers

Need higher throughput, cleaner documentation, and more consistent compliance and client-delivery workflows.

What you’ll be able to do after the workshop

Bring practical AI workflows back to work quickly, without relying on technical staff.

Create better first drafts faster
Speed up repetitive reporting work
Improve internal summaries and documentation
Reduce time spent on recurring admin
Apply AI more safely in client-service contexts
Bring back practical workflows your team can adapt immediately after the workshop

Course Fees & Funding

Most learners pay either S$113.03 or S$291.03, inclusive of GST.

Course Ref No: TP-NC-C0021-F

S$113.03

Singaporeans 40+ or SME-sponsored

Best subsidized outcome including GST.

S$291.03

PR, LTVP+, or Singaporeans 39 and below

Standard funded rate including GST.

S$970.10

Full fee with no subsidy

For learners outside subsidy pathways.

Check Your Payable Fee

Select your learner profile to estimate the actual course fee payable.

Estimated Payable

S$113.03

Enhanced subsidy rate

Applies to Singaporeans aged 40+ and all SME-sponsored eligible learners.

Course FeeS$890.00
[BG SSG] SkillsFuture Funding – Grant-S$623.00
Nett Course FeeS$267.00
GST (9%)S$24.03
[BG SSG] SkillsFuture Funding – Subsidy-S$178.00
Course Fee PayableS$113.03
See full fee breakdown
Learner CategoryCourse Fee Payable (incl. GST)
Full Course FeeS$970.10
Singapore Permanent ResidentS$291.03
Long Term Visit Pass+ (LTVP+)S$291.03
Singaporean aged 39 & belowS$291.03
Singaporean aged 40 & aboveS$113.03
SME-sponsored (Singapore PR)S$113.03
SME-sponsored (LTVP+)S$113.03
SME-sponsored (Singaporean aged 39 & below)S$113.03
SME-sponsored (Singaporean aged 40 & above)S$113.03
Payment methods

Payment timing

Payment is required upon application submission.

Accepted methods

  • SkillsFuture Credits (SFC)
  • Credit card
  • Debit card
  • PayNow
Refund policy
  • 100% refund for withdrawals 14 days or more before course start.
  • 50% refund for withdrawals less than 14 days before course start.
  • No refund on or after the course start date.

Example workflows for accounting and CSP teams

Examples where AI helps with first drafts and synthesis while humans keep review and judgement.

Month-end commentary and management summaries

Use AI to produce faster first drafts from financial inputs while managers and partners keep final review and sign-off.

Client update emails and follow-ups

Draft clearer client communications faster while keeping context, judgement, and relationship management with the team.

SOPs, checklists, and internal documentation

Standardise recurring internal documents so teams spend less time rewriting the same materials from scratch.

Recurring admin and compliance support work

Spot repetitive internal tasks that can be handled more consistently with structured prompting and workflow discipline.

Research and information synthesis

Turn policy material, source documents, and internal notes into more usable summaries for delivery teams and client preparation.

Reusable prompt workflows

Build repeatable prompting patterns for common firm tasks instead of relying on ad hoc experimentation.

Why firm owners send teams

Firm owners care about capacity, consistency, turnaround time, and margin protection.

  • Reduce low-value repetitive work across the team
  • Create capacity before increasing headcount
  • Improve consistency across reporting, drafting, and internal support work
  • Modernise service delivery without needing technical staff
  • Help managers and partners spend less time fixing weak first drafts
Governance & confidentiality

Safe, governed usage for professional-services environments

AI should support drafting and research while professionals retain judgement and final review.

  • Human-in-the-loop review remains essential
  • AI should support professional judgement, not replace it
  • Confidential information must be handled carefully with clear boundaries
  • Teams should know what AI is appropriate for and what requires human review
  • Safer adoption comes from structured workflows, not uncontrolled experimentation
For Company Teams

Need a private class for your team instead?

If you are planning an internal company cohort, view the dedicated private-class page for the team-focused format.

View Private Class

What the workshop covers

The workshop covers practical AI habits and review discipline for accounting and compliance-heavy environments.

Foundations of practical AI use for professional-services teams
Prompting and structured workflow design
Identifying repetitive task automation opportunities
Review and quality-control habits for safer usage
Applying AI to non-technical accounting, compliance, and client-service workflows

Learn From the Best in the Industry

Melverick Ng

Non-technical Business Consultant with 30+ years professional experience.

Melverick Ng

Master Trainer

Darryl Wong

AI Enthusiast with CPA, 20+ years professional experience .

Darryl Wong

Master Sifu

FAQ

Clear answers to common questions.

Is this really relevant to accountants and CSPs?

Yes. Yes. It is built around real accounting, compliance, drafting, reporting, and client-service workflows.

Is this just generic AI theory?

No. It focuses on practical workflows, repeatable prompting habits, and examples teams can use immediately.

Do I need coding or technical knowledge?

No. It is designed for non-technical professionals and uses accessible no-code tools.

Is this suitable for firm owners as well as staff?

Yes. Owners, managers, and practitioners all benefit — from stronger drafts to better team capacity.

Can I send multiple team members or request a private cohort?

Yes. Private cohorts are available for companies with at least 12 SkillsFuture-eligible students, alongside team training and firm capability uplift conversations.

How is confidentiality handled?

It teaches governed, human-reviewed usage with clear boundaries and review controls.

Is there a subsidy or support pathway?

Yes. Individuals can apply directly, and firms can use the subsidy-fit or team-enquiry path.

Will the workshop be practical enough to use immediately?

Yes. The focus is immediate workplace usefulness: reusable workflows and stronger first drafts.

Is this workshop a Verifiable CPE activity?

Verifiable learning generally requires relevance to your work, clear learning outcomes, professional competency development, and evidence of participation. Typical supporting documents include a certificate of attendance, invoice or receipt, attendance list, meeting minutes where applicable, or employer endorsement. Refer to ISCA guidance: https://isca.org.sg/membership/member-obligations/verifiable-and-non-verifiable-learning

Train your team to use AI safely and practically

For teams that want stronger first drafts, more consistent output, and safer AI usage.

Team Training